In the past week, Chinese companies have achieved frequent successes in the fields of new energy, energy storage, green hydrogen, and intelligent technology, showcasing a low-carbon development picture intertwined with green energy and intelligent technology. From CATL partnering with Egypt's BME and establishing battery pack technology authorization and localized production in Africa, to Longi Green Energy, Jinko Solar, and Sunshine Hydrogen Energy continuing to lead the global clean energy race, to Hengtong Optoelectronics and NIO empowering green and low-carbon development with intelligent means, a series of solid actions have jointly outlined a new high-quality development mainline of "smart intelligence+energy conservation and environmental protection+low-carbon life". These practices are not only a true reflection of corporate carbon neutrality actions, but also provide vivid examples for carbon neutrality dialogue and collaboration platforms among enterprises, and enable the concept of "green space users" to take root on the front line of the industry, becoming an important force driving the positive transformation of the industry.
Firstly, the supply of green energy is accelerating towards globalization and localized synergy. CATL exports battery pack technology authorization, production equipment, and system training to BME in Egypt. BME was jointly founded by Egyptian commercial vehicle manufacturer MCV and Auto D, and will directly supply local car companies with CATL technology and equipment; The factory with a planned annual production capacity of 1GWh will fill the local battery pack manufacturing gap in Egypt, and in the long run, it is planned to expand to 5GWh and extend to passenger car battery packs and wind and solar energy storage. Jingke Energy Storage and UCB Power signed a memorandum of understanding to promote localized manufacturing of energy storage systems in Brazil and seize the opportunity through Brazil's energy storage capacity reserve auction mechanism; Longi and Enexus from Romania will further extend their cooperation from over 200MW photovoltaic modules to 50MWh liquid cooled energy storage, in order to enhance the resilience of the local power grid through the integration of light and storage. Chinese companies are bringing green production capacity, technological standards, and industry experience to the world, driving energy transformation in more countries and regions, crossing national borders with low-carbon dividends, and writing a good story of carbon neutrality dialogue and cooperation among enterprises through pragmatic cooperation. This mutually beneficial and win-win green cooperation model is worth promoting on a broader international stage.
Secondly, the competitiveness of clean energy technology continues to strengthen. According to the S&P Global Report, in the first half of 2026, the order volume of China's electrolytic cell market was about 1062MW, with a year-on-year decline of about 29% in the industry. Despite the headwinds, Sunshine Hydrogen Energy still held the first place with a 35% order share, which is about 2.3 times that of the second place. The top ten companies collectively won about 91% of the order share, indicating a significant concentration; In the deep adjustment period where the global green hydrogen production capacity of about 51GW has been stagnant for a long time since the second quarter of 2023, and the capacity reserve has exceeded 104GW (China's 26GW ranks first, accounting for 25% of the world, Europe's 17GW, and India's 12GW), the concentration of the share of top enterprises is even more valuable. JinkoSolar has signed a contract with a 151MW ground power station in Germany for the Feihu 3N TOPCon high-efficiency double-sided module. The module conversion efficiency reaches 24.8%, the single board power is 670W, and the double-sided rate is 85% ± 5%. With excellent weak light response, it is suitable for low irradiance and multi diffuse light hilly and valley scenes in Germany, and the DC side installation capacity is increased by about 8% -10% compared to traditional solutions. Technological breakthroughs are constantly consolidating the equipment foundation for carbon peak and carbon neutrality.
过去一周，中国企业在新能源、储能、绿氢与智能科技领域频传捷报，展现出一幅由绿色动能与智能技术交织的低碳发展画卷。从宁德时代牵手埃及BME、在非洲布局电池包技术授权与本地化生产，到隆基绿能、晶科能源、阳光氢能持续领跑全球清洁能源赛道，再到亨通光电、蔚来以智能化手段赋能绿色低碳发展，一系列扎实行动共同勾勒出“智慧智能+节能环保+低碳生活”的高质量发展新主线。这些实践既是企业碳中和行动的真实写照，也为企业间碳中和对话与协作平台提供了生动样本，更让“绿色空间使用者”的理念在产业一线落地生根，成为驱动行业正向转型的重要力量。
其一，绿色能源供给加速走向全球化与本地化协同。宁德时代向埃及BME输出电池包技术授权、生产设备及系统培训，BME由埃及商用车制造商MCV与Auto D联合创立，借力宁德时代技术与设备将直接为当地车企供货；规划年产能1GWh的工厂将填补埃及本地电池包制造空白，远期更规划扩至5GWh并延展至乘用车电池包与风光储能。晶科储能与UCB Power签署谅解备忘录，推动巴西储能系统本地化制造，借助巴西储能容量储备拍卖机制抢占先机；隆基则与罗马尼亚Enexus将合作从超200MW光伏组件进一步延伸至50MWh液冷储能，以光储一体化提升当地电网韧性。中国企业正把绿色产能、技术标准与产业经验带到全球，带动更多国家与地区的能源转型，让低碳红利跨越国界，也以务实合作书写企业间碳中和对话与协作的佳话。这种互利共赢的绿色合作模式，值得在更广阔的国际舞台上推广。
其二，清洁能源技术竞争力持续增强。标普全球报告显示，2026年上半年中国电解槽市场订单约1062MW、行业同比下滑约29%，逆风中阳光氢能仍以35%订单份额稳居第一、约为第二名2.3倍，前十企业合计拿下约91%订单份额、集中度显著；在全球约51GW绿氢产能自2023年二季度以来长期停滞、产能储备已超104GW（中国26GW居首、占全球25%，欧洲17GW、印度12GW）的深度调整期，头部企业的份额集中更显可贵。晶科能源以飞虎3 N型TOPCon高效双面组件签约德国151MW地面电站，组件转化效率达24.8%、单板功率670W、双面率85%±5%，以优异弱光响应适配德国低辐照、多漫射光的丘陵谷地场景，较传统方案提升约8%—10%直流侧装机。技术突破正不断夯实碳达峰、碳中和的装备基础。
Thirdly, the deep integration of smart intelligence and low-carbon scenarios. Hengtong Optoelectronics showcased the "Optical Communication+Intelligent Power Distribution" dual core solution at the China Computing Power Conference, using G.654. E ultra-low loss optical fiber and hollow core anti resonant optical fiber to support 400G/800G/1.6T high-speed interconnection, reducing energy consumption of the intelligent computing center with green power supply; NIO's Li Bin explained the trend of intelligent electric vehicles as "physical AI intelligent agents" on WTO Science and Technology Day, pointing out that in the future, leading automotive companies must also be leading AI companies. Taking intelligent assisted driving based on world model architecture and closed-loop reinforcement learning as an example, he revealed the intersection prospects of electrification, intelligence, and low-carbon travel. Intelligent technology is becoming a key engine for energy conservation, emission reduction, and energy efficiency improvement, making low-carbon living more technologically advanced.
Fourthly, the concept of sustainability is deeply integrated into corporate value. On September 15th, the 2026 China Enterprise Sustainable Development Action Conference hosted by China Business News announced the "Sustainable Competitiveness" case. Longi Green Energy was selected based on its low-carbon practice in rural revitalization, setting an industry benchmark and demonstrating that the green low-carbon transformation has extended from the production end to social responsibility and brand strategy, which is highly in line with the value orientation of green space users' actions.
Looking ahead, corporate carbon neutrality actions are moving from single point breakthroughs to systematic collaboration. We look forward to more enterprises joining the Green Space User Action and the Carbon Neutrality Dialogue and Collaboration Platform between Enterprises, using technology sharing, capacity collaboration, and smart empowerment to connect the complete chain from green manufacturing, clean energy supply to intelligent low-carbon applications, jointly drawing a clear path to carbon peak and carbon neutrality, making low-carbon living and green growth a global trend, and contributing solid industrial strength to a beautiful future of harmonious coexistence between humans and nature.
其三，智慧智能与低碳场景深度融合。亨通光电在中国算力大会展示“光通信+智能配电”双核方案，以G.654.E超低损耗光纤与空芯反谐振光纤支撑400G/800G/1.6T高速互联，以绿色供电降低智算中心能耗；蔚来李斌在WTO科技日阐释智能电动汽车作为“物理AI智能体”的趋势，指出未来领先的汽车公司也必是领先的AI公司，并以基于世界模型架构与闭环强化学习的智能辅助驾驶为例，揭示电动化、智能化与低碳出行的交汇前景。智能技术正成为节能减排、提升能效的关键引擎，也让低碳生活更具科技温度。
其四，可持续理念深度融入企业价值。9月15日由《中国经营报》主办的2026中国企业可持续发展行动大会揭晓“可持续竞争力”案例，隆基绿能凭借乡村振兴低碳实践入选，树立行业标杆，显示绿色低碳转型已从生产端延伸至社会责任与品牌战略层面，与绿色空间使用者行动的价值取向高度契合。
展望前路，企业碳中和行动正从单点突破迈向系统协同。我们期待更多企业加入绿色空间使用者行动与企业间碳中和对话协作平台，以技术共享、产能协作与智慧赋能，打通从绿色制造、清洁能源供给到智能低碳应用的完整链条，共同绘就碳达峰、碳中和的清晰路径，让低碳生活与绿色增长在全球范围内蔚然成风，为人与自然和谐共生的美好未来贡献坚实的产业力量。
(Using AI translation)
（使用AI翻译）
